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Living Your Best Retirement

Living Your Best Retirement


Friese Financial Advocates, Inc. recognizes the importance of a successful retirement. We will build an individualized financial plan and investment strategy to help achieve your goals.


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Friese Financial Advocates, Inc. Is Hosting an Open House! 

Friese Financial Advocates, Inc. Is Hosting an Open House! 

Come meet the Friese Financial team!

  • Bring your documents that need to be shredded. Proshred will be here from 11:00am to 1:00pm.

  • We will also be collecting non-perishable food items to be donated to Lake County Food Bank.

  • Refreshments will be served.

  • Door Prizes

Sponsored by Brighthouse Financial & Lincoln Financial

Personalized Planning Services Based Upon Your Needs

Personalized Planning Services Based Upon Your Needs

Friese Financial Advocates, Inc. is built on the premise of putting you first. We believe that constructing a suitable financial plan is the basis for creating a mutually beneficial and lasting relationship with you. By putting our clients first, we create an environment where you know we are always looking out for your best interest.

We offer comprehensive strategies through a spectrum of financial services. From growing your wealth through investment strategies, planning for your family’s future, and preparing for retirement, Friese Financial Advocates, Inc. is here to design strategies that will make it easier for you to help achieve your goals.

We Have Strategies

We Have Strategies

We provide comprehensive financial services for various stages of your life and the challenges that may come up in between. These services include but are not limited to:

Financial Services and Products*
We offer comprehensive financial planning and wealth management services, as well as investment and insurance.

Retirement Planning*
Help secure your future with a structured retirement plan. Learn more about our retirement planning services.


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A Dynamic Partnership

A Dynamic Partnership

Friese Financial Advocates, Inc. is proud to be part of Canvas Financial, a nationwide team of experienced financial services firms that provide holistic advice and guidance to individuals, families and businesses alike.

This partnership offers you greater diversity in investment opportunities and support to help you accomplish your financial goals.


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As a full-service establishment, Friese Financial Advocates, Inc. can assist you in a variety of ways.